Insight Wealth Partners, LLC IAU Holdings History
Insight Wealth Partners, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Insight Wealth Partners, LLC held 159,906.00 shares of iShares Gold Trust(IAU), totaling $9.43 Mil. This investment constitutes 1.57% of their stock portfolio, and Insight Wealth Partners, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2019Q4. And since then Insight Wealth Partners, LLC has made 15 purchases of IAU, at an average price of $33.83, for a total of 402,626.00 shares. In addition, there have been 6 sales at an average price of $35.51 for 242,720.00 shares. Based on historical transaction data and IAU's current price of $63.13, Insight Wealth Partners, LLC's estimated gain on his IAU holdings is $5.09 Mil, reflecting a 37.40% gain to date.
Insight Wealth Partners, LLC IAU ($63.13) Holding Chart
Insight Wealth Partners, LLC IAU ($63.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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